Minimize Headaches & Maximize Deductions
Running a small or medium-sized business is exhilarating, but navigating the taxation side can feel overwhelming. We get it—tracking down every tax deduction can trigger worry and leave you wondering if you’re missing important write-offs.
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What We Do
At Wheeler and Bi CPA, we are a boutique accounting and tax solution for your business. Our Certified Public Accountants act as your deduction detectives, digging through complex tax codes to uncover every possible write-off tailored to your unique personal or business needs—from start-up costs to home office deductions. Come tax time, rely on us to maximize your deductions so you can minimize frustration.
Strategy
Our CPAs go beyond simply preparing returns to crafting proactive tax strategies that legally minimize what you owe. We stay ahead of the curve on tax law changes to uncover planning opportunities.
Clarity
We translate complex tax codes into understandable guidance, information, and filings so you have total clarity on deductions available, what you owe, and where your money is going. No more tax confusion.
Advocacy
At WBCPA, we go beyond number crunching to actively champion your bigger financial vision, crafting personalized strategies tailored to align with your unique personal or business goals.
We Can Help You With
We provide comprehensive accounting, tax, and financial consulting services for individuals and businesses.
Income Tax Preparation & Filing
- Individual Tax Returns
- Business Tax Returns
- Corporate and Partnership Tax Returns
- Non-Profit Tax Returns
- Estate/Trust Tax Returns
- Payroll & Sales Tax Returns
Federal, State & Local Tax Resolution
- Filing Back Taxes
- Government Agency Penalty Notices
- Government Agency Penalty Abatement
- Government Agency Resolution Services
- Release of Seizures, Levies & Tax Liens
- Resolving Tax Issues for Businesses and Individuals
Accounting & Auditing
- Business & Individual Accounting & Bookkeeping Services
- Audit, Review & Compilation Reports
- Trust Accounting Services
- Financial Reports
- Internal Controls
- Implementing Accounting Software & Training
- General Ledger Review
- Business/Employee Benefits Consulting
Financial Services
- Budgeting & Financial Analysis
- Cash Flow Management
- Business Consulting
- Forecasts & Projections
- 401K Pension Solutions
- Business Start Up Consulting
- Business Payroll Solutions
Tax Planning & Other Services
- Strategic Business Planning
- Individual & Retirement Planning
- Multi State Business & Individual Planning
- Local Government Tax Reporting
- Tax Services for US Citizens Abroad
- Tax Compliance & Planning
- Estate & Trust Administration
- Tax Liability Consulting
Other Business Services
- New Business Consulting
- New Business Formation
- New Business Forecasting
- Federal, State & Local Licenses & Permits
- Estate and Trust Formation
- Dissolution of Business
- Executive Coaching
- Business/Partnership Consulting and Mediation
Are You Ready For Tax Season 2024
Ready, set, file! Tax season has arrived, but don’t let it stress you out. So grab your paperwork, take a deep breath, and let’s get started. Remember, the deadline is approaching – file on time and avoid any last-minute scrambles. We’re here to help you conquer tax season!
2023 Corporate Tax Filing
Extension Deadline
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September 16 2024
2023 Individual Tax Filing
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April 15 2024
What Our Clients Are Saying...
Let’s Talk
Finding the right tax professional for your small to medium-sized business can be a game-changer. We understand the unique challenges you face, and we’re here to help you navigate the complexities of tax filing. Whether you need assistance with filing your personal or business taxes, or developing tax strategies, we can provide the expertise and guidance you need to maximize your deductions, minimize liabilities, and focus on what matters most – growing your business.
Connect With Us Today:
We’d love to chat and see how we can support your specific needs. Simply fill out the form, and we’ll be in touch within 24 business hours.